Wealth Advisor II for High Net Worth Growth

NAACPJobFinder; Huntsville (AL); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid time off

Job summary

Truist Financial Corporation seeks a senior wealth advisor to serve high-net-worth clients in a full-time capacity. You will develop and deepen client relationships using comprehensive wealth-management strategies and the bank's full suite of solutions.

You will collaborate with product specialists, maintain regulatory compliance, and leverage internal and external referral networks to grow the client base and deliver personalized financial planning and advice.

Qualifications

• Bachelor's degree required; FINRA licenses including Series 7, 66, SIE as applicable; Life, Health, and Variable Insurance licenses are a plus.
• 5+ years of sales and client management experience in Wealth Management with high net worth clients.
• Proven track record in building and maintaining affluent client relationships and meeting revenue goals.
• Solid knowledge of current deposit, credit and investment products.
• Experience with a goal-based, advisory sales environment and use of sales tools and pipeline reporting.

Responsibilities

• Acquire new clients through business development and expand services to existing clients.
• Collaborate with internal specialists (investments, trust, mortgage, insurance) to deliver comprehensive wealth solutions.
• Deliver personal financial planning and advisory guidance to high net worth individuals.
• Maintain compliance with legal and regulatory frameworks and manage risk across client portfolios.
• Partner with regional and internal centers of influence to enhance marketing and client engagement.

Skills

Relationship management

Sales experience

Financial planning

Microsoft Office

Credit knowledge

Team collaboration

Education

Bachelor's degree required

MBA

CFA/CFP/CPWA/CPA desired

Tools

SIE/Series 7/66 licensing

Job description

Truist Financial Corporation seeks a senior wealth advisor to serve high-net-worth clients in a full-time capacity. You will develop and deepen client relationships using comprehensive wealth-management strategies and the bank's full suite of solutions.

You will collaborate with product specialists, maintain regulatory compliance, and leverage internal and external referral networks to grow the client base and deliver personalized financial planning and advice.